Case Manager

Close cases faster.
Humans and AI, each doing what they do best.

Supercharge your operations with Taktile's case management system. Purpose-built for financial services, made for the AI age.

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Trusted by financial institutions worldwide.

No more data silos. 

One unified view, tailored to the way you work.

Command Center

AI handles the routine.
Your team tackles what matters.

AI generates cases instantly with the context your team needs.

A complete, auditable record of every action taken.

Every case resolved makes the next one faster and smarter.

Case Analytics
Visibility that drives action.

Understand how your team invests its time, stay on top of SLAs, and quickly identify what deserves focus, so your team can manage cases with confidence.

One system that grows with you.
Start with a single use case and expand across the business.

Configure workspaces, queues, and case templates to support thousands of reviewers with no extra tools or tech sprawl.

Everything you need for production-ready AI, powered by Taktile.

See why leading financial institutions trust Taktile to transform their operations with AI.

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